Financial Operations Specialist

hace 1 semana


Guaynabo, Guaynabo, Puerto Rico Buscojobs Puerto Rico A tiempo completo

We invite highly motivated and detail-oriented individuals to join our team as a Financial Operations Specialist. In this role, you will be responsible for overseeing and optimizing all operational analysis and reporting related to our wealth management programs.

Responsibilities
  1. Operational Reporting: Manage and monitor operational reporting related to wealth management programs, ensuring compliance with established policies, procedures, and regulatory requirements.
  2. Performance Metrics: Generate and continuously maintain the wealth management programs' performance results and incentives.
  3. Analysis and Insights: Collect and analyze performance metrics related to incentive programs, providing insights and recommendations to enhance program effectiveness.

You will have the opportunity to work collaboratively with cross-functional teams to drive operational excellence and support middle and senior management decision-making.

Qualifications
  • Bachelor's degree in Engineering, Computer Science, Business Administration, Finance or other related field.
  • 3+ years of experience as a Business Analyst, Financial Analyst or similar role, preferably within the banking or financial services industry.
  • Strong project management skills, including the ability to manage multiple projects simultaneously and deliver results within specified timelines.


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